Reports1421 results
The Rise of NFT Perpetual Futures
Crypto derivatives refer to financial contracts, such as futures and options, that derive their value from underlying assets like BTC and ETH. These contracts enable traders to speculate on or hedge t...
23 Min
NFTs
May 2023
NFT Debrief - May 2023
Welcome to our monthly coverage of NFTs and the metaverse. This month: Pudgy Penguins raises $9M in Seed funding, led by 1kx, as they look to expand their IP beyond static images. Nike’s .SWOOSH platf...
16 Min
NFTs
May 2023
Level Finance's Success and Sustainability
Level Finance is an oracle-based margin and spot trading decentralized exchange (DEX) that emerged following the success of GMX. Its growth has been remarkable since launching in 2023, achieving volum...
12 Min
Derivatives
May 2023
$100 Swaps
Daily active addresses on Uniswap are spiking to levels not seen since May 2021. Why is this? Well, one of the main reasons is meme tokens, of course. The current rally’s poster boy, PEPE, has rallied...
6 Min
Layer 2 / L2
May 2023
The End Game
Imagine, for a moment, a world where crisis, conflict, and war run rampant. A world of failed institutions, corporate cynicism, and individual greed. A world where the past is brighter than the future...
38 Min
Macro & Markets
May 2023
Monthly Chartbook - A New Consensus?
How are we already one-third of the way through 2023? Well, as a wise man once said: “Time flies when the market is intent upon separating you from your capital.” – Jason Pagoulatos...
27 Min
Macro & Markets
May 2023
Analyzing Leverage Ratios and Altcoin Price Movements
Leverage is a double-edged sword, and is frequently misunderstood in the realm of crypto trading. While it can act as a profit multiplier for disciplined traders, it simultaneously serves as the harbi...
17 Min
Derivatives
May 2023
Pulse Check on Liquidity Trends
In early February, we wrote about the turnaround in the global liquidity cycle and its influence on the market’s strong start to the year. Since then, the broad crypto market is up ~14%, largely drive...
7 Min
Global Macro Themes
May 2023
April Gaming Roundup
Despite the broader crypto market performing quite well in April, with ETH making a run past $2,000, the Web3 gaming sector continued to follow a downward trend. This report will add color to the curr...
10 Min
Gaming
May 2023
The Rise of Lens Protocol in 2023
Crypto-native social media is revving up to bring the competition to web2 social media. In this report, we explore Lens Protocol, the open-source, web3 social graph. The protocol has seen a substantia...
7 Min
Social Media
Apr 2023
Skip: Building Blocks in Cosmos
Protocols who are not able to capture the MEV they create will struggle to accrue value. This is where Skip comes in, providing the infrastructure for Cosmos appchains to capture their MEV....
22 Min
MEV
Apr 2023
Pro Crypto Insider Talks - April 2023
Delphi Co-founder & Head of Research, Kevin Kelly, joins Founder & CEO of Real Vision, Raoul Pal, for April 2023's edition of Crypto Insiders where they dig into the most pressing questions at...
1 Min
Macro & Markets
Apr 2023
The DeSocial Protocols
If you have been using social media platforms in the last decade, you have probably noticed that they are fumbling. This has been most apparent on Twitter. From arbitrary censoring of competitor links...
25 Min
Social Media
Apr 2023
Is Solana NFT Summer Here? Part II: NFT Finance & Claynosaurz
Perhaps "Solana Summer," which first gained traction in 2021, was just delayed by two years. In 2023, the Solana NFT ecosystem is flourishing more than ever. Numerous protocols are launching their tok...
18 Min
NFTs
Apr 2023
Risk Analysis on Centralized Stablecoins
As a critical component in the crypto ecosystem, stablecoins play a vital role in providing a safe haven for investors and serving as the asset of choice across exchanges, lending markets, and virtual...
12 Min
Stablecoins
Apr 2023
NFT Debrief - April 2023
Welcome to our monthly coverage of NFTs and the metaverse. This month: OpenSea Pro, Starbucks Odyssey, and the fierce competition for pro NFT traders....
19 Min
NFTs
Apr 2023
Inside Delphi: Make Crypto Happen Better And Faster
Today we’re excited to reintroduce Delphi Digital’s research platform. From the very beginning, our mission has always been to make […]...
3 Min
Inside Delphi
Apr 2023
Uniswap's Fee Switch
Uniswap has a cumulative total of ~$1T volume, often competing with CEXs like Coinbase for volume on major pairs. Uniswap views CEXs as its primary competitor rather than other DEXs. The Uniswap commu...
11 Min
DeFi
Apr 2023
Monthly Chartbook - Spring Crossroads
Despite the Fed’s best intentions, its messaging is muddled and its monetary policy is contradictory - a combination that’s having a significantly negative impact on the market and threatens to worsen...
26 Min
Macro & Markets
Apr 2023
The Gotchiverse - Aavegotchi's Gaming Spirit
Heavily inspired by Tamagotchi digital pets, Aavegotchis are NFT collectibles that enjoy the on-chain benefits of DAOs, DeFi, and gaming. Aavegotchi was birthed from an Aave ecosystem grant and reside...
13 Min
Gaming
Apr 2023